Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Market Navigators/Market Outlook | December 23, 2024 Premium Retail 2025: India Retail PredictionsWe present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce. Read More
Insight Report | December 19, 2024 Premium Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta BeautyWe present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty. Read More
Insight Report | December 18, 2024 Premium November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday DemandIn November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Market Navigators/Market Outlook | December 17, 2024 Premium US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive GrowthDiscover directional market insights and themes to watch in US beauty retailing in 2025. We touch on inclusive beauty, experiential retail and the growing confluence of beauty and wellness, among other topics. Read More
Market Navigators/Market Outlook | December 17, 2024 Premium US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus AreasDiscover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics. Read More
Market Navigators/Market Outlook | December 17, 2024 Premium US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on ProDiscover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more. Read More
Market Navigators/Market Outlook | December 16, 2024 Premium Global Luxury—Retail 2025 Sector Outlook: A Year of Recovery, with Soft Luxury and China Gaining ShareDiscover directional market insights and themes to watch in global luxury retailing in 2025. We touch on M&A (mergers and acquisitions), geopolitical tensions, resale and more. Read More
Insight Report | December 16, 2024 Premium The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG MarketsEarlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors. Read More
Market Navigators/Market Outlook | December 13, 2024 Premium US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting CostsDiscover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more. Read More
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Market Navigators/Market Outlook | December 11, 2024 Premium US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty OutperformanceDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on sustainability, store closures, private-label offerings, expansive business models and more. Read More
Market Navigators/Market Outlook | December 10, 2024 Premium US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To ContinueDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more. Read More
Market Navigators/Market Outlook | December 10, 2024 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue GrowthDiscover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more. Read More